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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $634,116 | $88,778+614.3% | $81,844+674.8% | $145,884+334.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.88% | 1033.03%-1020.2pp | 778.87%-766.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $24,121 | $3,087+681.4% | $2,916+727.1% | $4,662+417.4% |
| Participant deferral / active EE | $13,165 | $4,648+183.2% | $4,323+204.5% | $6,690+96.8% |
| Admin fee / account holder | $48,089 | $8,430+470.4% | $7,355+553.8% | $13,392+259.1% |